Filed September 5, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $112,334 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP,LLC Service code 27 2010 MAIN STREET, SUITE 1220 · IRVINE, CA 92614 | Advisory (Plan) | $41,250 |
WIPFLI LLP7 years Service code 10 · EIN 39-0758449 | Accounting | $27,975 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,427 | $91,372+13.2% | $129,995-20.4% | $74,419+39.0% |
| Participation rate | 96.7% | 77.8%+18.9pp | 78.5%+18.2pp | 70.7%+26.0pp |
| Annual return | 14.35% | 23.21%-8.9pp | -137.18%+151.5pp | 34.38%-20.0pp |
| Employer contribution / active EE | $3,219 | $2,563+25.6% | $4,320-25.5% | $2,637+22.1% |
| Participant deferral / active EE | $6,193 | $4,721+31.2% | $5,820+6.4% | $4,528+36.8% |
| Admin fee / account holder | $250 | $283-11.9% | $10,614-97.6% | $348-28.2% |